MUFG Investor Services

Finance / FinServ

FundAccountant,PrivateEquity

toronto, ontario, canada FULL TIME
The Brief

“Fund Accountant, Private Equity at MUFG Investor Services. Skills: Fund accounting services, NAV preparation, Portfolio pricing, Fee schedule preparation, Investor allocations, Audited Financial Statements preparation. Provide a full range of fund accounting services to private equity clients, including NAV preparation, booking accruals, security pricing, performing cash and security position reconciliations.. Prepare pricing of portfolios ensuring all holdings are priced observing the applicabl”

Industry & Context.

Finance / FinServ

What You'll Do.

Provide a full range of fund accounting services to private equity clients

including NAV preparation

performing cash and security position reconciliations.

Prepare pricing of portfolios ensuring all holdings are priced observing the applicable fund documents and valuation policies.

distribution calculation and allocation.

Prepare fee schedules including calculation of management fee and waterfall

ensuring all calculations observe applicable fund documents.

Prepare Investor allocations for each NAV cycle ensuring capital transactions are booked correctly and P&L is allocated correctly.

Prepare NAV packages and other ad hoc deliverables as defined in the service level agreements.

Complete other ad hoc requests and projects.

Prepare/Assist with audited Financial Statements

and other regulatory services

How You'll Work.

Team & Collaboration

Communicate with internal MUFG teams and external clients, ensuring all deliverables and requests are met.

Communication Scope

Communicate with internal MUFG teams and external clients

Free ATS check

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